Invesco S&P 500 Quality ETFSPHQETF
13F holders, Q1 2025 (March 31)623holders +17
71new positions
45sold out
2famous investors
$66.34avg. 13F price*
At the end of Q1 2025, 623 institutions reported holding Invesco S&P 500 Quality ETF (SPHQ) in their 13F filings, up 17 from Q4 2024. 71 opened new positions and 45 sold out. The largest holders were LPL Financial LLC ($666.3M), Cliftonlarsonallen Wealth Advisors, LLC ($512.4M) and Wealth Enhancement Advisory Services, LLC ($506.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco S&P 500 Quality ETF
- CUSIP
- 46137V241
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $96.1M |
| Exits | 45 | $135.7M |
All 13F filers, Q4 2024 → Q1 2025: 13,608,024 shares bought and 27,570,378 shares sold, net −13,962,354 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 623 holders
| LPL Financial LLC | 0.26% | Add +15.2% | 10,044,254 | $666.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 9.56% | Add +0.7% | 7,723,962 | $512.4M |
| Wealth Enhancement Advisory Services, LLC | 0.97% | Reduce -6.4% | 7,640,588 | $506.9M |
| Morgan Stanley | 0.03% | Add +17.3% | 6,422,601 | $426.1M |
| Ameriprise Financial Inc. | 0.10% | Add +45.7% | 5,505,821 | $365.2M |
| FMR LLC | 0.02% | Add +13.3% | 4,688,369 | $311.0M |
| Fifth Third Bancorp | 1.10% | Add +0.3% | 4,347,485 | $288.4M |
| Bank of America Corp. | 0.02% | Reduce -3.2% | 4,096,743 | $271.8M |
| Wells Fargo & Company | 0.06% | Add +14.1% | 3,614,560 | $239.8M |
| Bank of New York Mellon Corp | 0.03% | Add +37.0% | 2,594,265 | $172.1M |
| Raymond James Financial Inc. | 0.06% | Add +59.8% | 2,400,210 | $159.2M |
| Osaic Holdings, Inc. | 0.34% | Add +23.5% | 2,331,157 | $154.7M |
| Royal Bank of Canada | 0.03% | Add +6.3% | 2,063,753 | $136.9M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +15.4% | 1,682,314 | $111.6M |
| Sfmg, LLC | 8.48% | Reduce -1.5% | 1,620,072 | $107.5M |
| Commonwealth Equity Services, LLC | 0.14% | Add +19.9% | 1,538,389 | $102.1M |
| UBS Group AG | 0.02% | Reduce -7.0% | 1,534,777 | $101.8M |
| Madison Asset Management, LLC | 1.06% | Add +8.0% | 1,427,903 | $94.7M |
| NorthCoast Asset Management LLC | 0.47% | Reduce -26.0% | 1,410,061 | $93.5M |
| First Command Advisory Services, Inc. | 0.89% | Reduce -88.7% | 1,407,120 | $93.3M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -89.3% | 1,306,250 | $86.7M |
| Equitable Holdings, Inc. | 0.78% | Add +14.2% | 1,241,670 | $82.4M |
| Assetmark, Inc. | 0.22% | Add +131.1% | 1,230,328 | $81.6M |
| Jones Financial Companies LLLP | 0.07% | Add +55.8% | 1,193,604 | $78.4M |
| PNC Financial Services Group, Inc. | 0.04% | Add +4.7% | 1,113,410 | $73.9M |
| Alpine Bank Wealth Management | 11.75% | — | 1,103,996 | $73.2M |
| Cetera Investment Advisers | 0.14% | Reduce -3.3% | 1,082,621 | $71.8M |
| Trilogy Capital Inc. | 3.46% | Reduce -3.8% | 993,830 | $65.9M |
| Evensky & Katz LLC | 3.49% | Reduce -1.7% | 783,480 | $52.0M |
| Paragon Capital Management Ltd | 10.36% | Reduce -2.8% | 756,909 | $50.2M |
| Stratos Wealth Partners, LTD. | 0.72% | Add +74.5% | 706,127 | $46.8M |
| Mainstay Capital Management LLC | 6.09% | Add +2.2% | 670,081 | $44.5M |
| Stifel Financial Corp. | 0.04% | Add +13.8% | 622,778 | $41.3M |
| Davidson Capital Management Inc. | 10.90% | Reduce -27.4% | 605,951 | $40.2M |
| Family Investment Center, Inc. | 9.75% | Add +15.1% | 601,240 | $39.9M |
| MML Investors Services, LLC | 0.12% | Add +7.6% | 557,083 | $37.0M |
| Milestone Investment Advisors LLC | 10.04% | Reduce -2.8% | 544,993 | $36.2M |
| Capital Planning Advisors, LLC | 5.46% | Add +1.3% | 533,150 | $35.4M |
| Wealth Management Resources, Inc. | 12.34% | Add +2.0% | 512,389 | $34.0M |
| Corient Private Wealth LP | 0.05% | Reduce -2.9% | 484,104 | $32.1M |
| SouthState Bank Corp | 1.42% | New | 468,571 | $31.1M |
| Atria Wealth Solutions, Inc. | 0.36% | Add +3.5% | 446,532 | $29.6M |
| Union Savings Bank | 14.18% | Add +12.6% | 437,167 | $29.0M |
| Mariner, LLC | 0.05% | Add +19.6% | 436,589 | $29.0M |
| Orgel Wealth Management, LLC | 0.72% | Add +11.2% | 416,386 | $27.6M |
| Sterling Group Wealth Management, LLC | 14.16% | Add +0.7% | 398,055 | $26.4M |
| Avantax Advisory Services, Inc. | 0.16% | Reduce -17.1% | 390,276 | $25.9M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +4.9% | 376,878 | $25.0M |
| Schwallier Wealth Management LLC | 18.28% | Reduce -16.4% | 373,121 | $24.8M |
| Ballast, Inc. | 6.64% | Add +0.2% | 353,991 | $23.5M |
| HighTower Advisors, LLC | 0.03% | Add +3.0% | 328,406 | $21.8M |
| Perennial Investment Advisors, LLC | 2.43% | Add +127.6% | 324,725 | $21.5M |
| Evergreen Capital Management LLC | 0.71% | Add +5.1% | 319,604 | $21.2M |
| Truist Financial Corp. | 0.03% | Add +4.6% | 303,387 | $20.1M |
| ACT Advisors, LLC. | 10.91% | Reduce -2.1% | 303,114 | $20.1M |
| Creative Financial Designs Inc. | 1.60% | Add +20.6% | 302,153 | $20.0M |
| KWB Wealth | 2.35% | Add +15.1% | 291,139 | $19.5M |
| Jefferies Financial Group Inc. | 0.33% | Add +7.5% | 272,956 | $18.1M |
| TruWealth Advisors, LLC | 1.04% | Add +1.0% | 260,645 | $17.3M |
| Rollins Financial Advisors, LLC | 2.93% | Add +7.0% | 253,181 | $16.8M |
| JPMorgan Chase & Co. | 0.00% | Add +8.9% | 252,137 | $16.7M |
| Two Sigma Investments, LP | 0.04% | Reduce -39.6% | 251,200 | $16.7M |
| Sykon Capital LLC | 6.32% | New | 250,942 | $16.6M |
| Cresset Asset Management, LLC | 0.08% | Add +12.0% | 244,904 | $16.2M |
| Cozad Asset Management Inc. | 1.62% | Add +3.7% | 244,453 | $16.2M |
| Snowden Capital Advisors LLC | 0.52% | Add +30.4% | 244,404 | $16.2M |
| Tidemark, LLC | 5.77% | Add +21.1% | 237,192 | $15.7M |
| Graves Light Lenhart Wealth, Inc. | 1.93% | Add +1.9% | 237,138 | $15.7M |
| GeoWealth Management, LLC | 0.63% | Add +287.0% | 237,076 | $15.7M |
| Tsfg, LLC | 3.15% | Add +10.7% | 232,271 | $15.4M |
| Foundations Investment Advisors, LLC | 0.28% | Add +926.6% | 230,626 | $15.3M |
| Lido Advisors, LLC | 0.09% | Add +1.1% | 222,190 | $14.7M |
| Vigilare Wealth Management | 5.86% | Add +10.9% | 221,156 | $14.7M |
| Sound View Wealth Advisors Group, LLC | 1.18% | Add +1.8% | 217,311 | $14.4M |
| Focus Financial Network, Inc. | 0.59% | Add +1.9% | 216,925 | $14.4M |
| Private Advisor Group, LLC | 0.09% | Add +16.0% | 211,698 | $14.0M |
| Burns Matteson Capital Management, LLC | 7.47% | Add +5.4% | 209,165 | $13.9M |
| Cresta Advisors, Ltd. | 7.00% | Add +33.4% | 203,721 | $13.5M |
| Eagle Strategies LLC | 2.25% | Reduce -7.4% | 194,876 | $12.9M |
| WCG Wealth Advisors LLC | 0.97% | Reduce -62.7% | 193,081 | $12.8M |
| Hoese & Co LLP | 10.89% | Add +18.6% | 189,324 | $12.6M |
| Blair William & Co. | 0.04% | Add +11.9% | 181,958 | $12.1M |
| Opes Wealth Management LLC | 2.41% | Add +9.4% | 180,112 | $11.9M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -10.0% | 172,221 | $11.8M |
| Sierra Ocean, LLC | 9.04% | Add +7.5% | 172,767 | $11.5M |
| Principal Securities, Inc. | 0.26% | No change | 170,903 | $11.5M |
| Jordan Park Group LLC | 0.82% | No change | 170,250 | $11.3M |
| Lynx Investment Advisory | 7.52% | Add +20.8% | 169,933 | $11.3M |
| Cedar Mountain Advisors, LLC | 2.49% | Add +1.7% | 167,418 | $11.1M |
| Integrity Financial Corp | 6.19% | Add +0.1% | 164,416 | $10.9M |
| Kestra Advisory Services, LLC | 0.05% | Add +0.0% | 160,035 | $10.6M |
| CPC Advisors, LLC | 1.44% | Add +56.1% | 157,416 | $10.4M |
| Meitav Investment House Ltd. | 0.19% | Add +35.5% | 157,180 | $10.4M |
| Chicago Wealth Management, Inc. | 5.44% | Add +1.8% | 156,615 | $10.4M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +114.9% | 152,612 | $10.1M |
| Nikulski Financial, Inc. | 3.04% | Add +0.7% | 151,381 | $10.0M |
| TD Capital Management LLC | 1.02% | Add +7.2% | 151,172 | $10.0M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -1.9% | 148,870 | $9.9M |
| Jackson Wealth Management, LLC | 1.19% | Add +2.2% | 147,754 | $9.8M |
| Certified Advisory Corp | 1.07% | Add +0.5% | 142,345 | $9.4M |
"% of holder's portfolio" is SPHQ's weight in each manager's 13F, not the share of Invesco S&P 500 Quality ETF the manager owns.